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Acknowledgments.
About the Author.
About the Contributors.
SECTION ONE. THE STATE OF THE ADVICE INDUSTRY AND YOUR OPPORTUNITIES.
Introduction. Buicks and Big Macs: What the Financial Advice Industry Can Learn from General Motors, McDonald’s and Federal Express.
Chapter 1. The Value of Advice: Which Advice Is Most Valued by Affluent Households—And What Should It Cost?
SECTION TWO. INVESTMENT COUNSEL ADVICE FOR LIFE.
Chapter 2. How to Develop a Compelling Investment Philosophy.
Chapter 3. Creating a Defined, Effective Investment Process.
Chapter 4. Setting Goals: What Really Matters?
Chapter 5. Defining Risk: Or, Is Risk-Management a Contradiction in Terms?
Chapter 6. Diversification: Helping Clients Reap the Benefits of Institutional Investing.
Chapter 7. Alternative Investments.
SECTION THREE. WEALTH MANAGEMENT ADVICE FOR LIFE.
Chapter 8. Managing Dreams and Fears—A Total View of Wealth.
Chapter 9. You Can Help Clients Grow.
Chapter 10. All in the Family and Keeping It That Way.
Chapter 11. Money for Life.
SECTION FOUR. BUILDING YOUR “ADVISOR FOR LIFE” PRACTICE.
Chapter 12. What Is Your Value?
Chapter 13. How to Quantify Your Unique Value.
Chapter 14. The Advisor-Client Tango.
Chapter 15. Driving Referrals.
Chapter 16. Selling Yourself.
Chapter 17. Valuing the Advisor for Life Practice.
Chapter 18. Taking Care of #1
Appendix A. The Practical Analysis.
Appendix B. Investment Policy Statement.
Appendix C. The Top-Twenty Client Analysis.
Bibliography.
Index.
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Paul Rich
reviewed Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families on October 07, 2019
Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families
Again, this book was so-so. I was asked to read it by my boss as part of my increased responsibility at work and meeting with clients. This book is 100% directed towards financial advisors, not 50% meant for the average investor like the author states at the beginning. The underlying point of the whole book is focusing on the trusting and total relationship between the advisor and the investor. That's something we all already know and build. I felt like the authors contributed nothing new, but just borrowed all of their points from their case studies and quotes from financial advisors all over the country. THEY wrote the the book for the authros. Anyways, I guess this book would be usefuly for the financial advisor just starting out in the business, or for the young college grad considering a career as a financial advisor, but for anyone who is with a good company and has received years and years of excellent training, the book is useless in my opinion.
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